U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHALLENGER PERFORMANCE THE CHALLENGER 401(K) PLAN | PHILADELPHIA PA | 78 | $9.1M | $629K |
| 2 | DATAVOX, INC. DATAVOX INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 220 | $27.2M | $398K |
| 3 | AERZEN USA CORP AERZEN USA CORP. 401(K) PROFIT SHARING PLAN | COATESVILLE PA | 226 | $17.8M | $321K |
| 4 |
| CENERGISTIC, LLC CENERGISTIC, LLC PROFIT SHARING PLAN |
DALLAS TX |
| 154 |
| $23.4M |
| $60K |
